Balboa Wealth Partners - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Balboa Wealth Partners held in its portfolio 380 assets valued at $604,637,012 (i.e. $604.64M).
The most valuable assets in the portfolio included: TESLA INC ($54.46M), NVIDIA CORPORATION ($49.45M), and MICROSOFT CORP ($27.10M).
The chart below shows the top 10 valuable assets, and the table below shows the top 380 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Balboa Wealth Partners - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| TESLA INC | 121100 | 54461015 | COM |
| NVIDIA CORPORATION | 265123 | 49445420 | COM |
| MICROSOFT CORP | 56031 | 27097623 | COM |
| APPLE INC | 69701 | 18948867 | COM |
| ADVANCED MICRO DEVICES INC | 81384 | 17429104 | COM |
| ALPHABET INC | 46250 | 14513287 | CAP STK CL C |
| SPDR S&P 500 ETF TR | 20727 | 14133865 | TR UNIT |
| AMAZON COM INC | 55951 | 12914536 | COM |
| META PLATFORMS INC | 17891 | 11809601 | CL A |
| VANGUARD INDEX FDS | 18398 | 11537999 | S&P 500 ETF SHS |
| TAIWAN SEMICONDUCTOR MFG LTD | 29844 | 9069398 | SPONSORED ADS |
| VANGUARD INDEX FDS | 25703 | 8617520 | TOTAL STK MKT |
| BERKSHIRE HATHAWAY INC DEL | 15067 | 7573428 | CL B NEW |
| APPLOVIN CORP | 11150 | 7512852 | COM CL A |
| PALANTIR TECHNOLOGIES INC | 42208 | 7502418 | CL A |
| BROADCOM INC | 20196 | 6989791 | COM |
| INVESCO QQQ TR | 11349 | 6971778 | UNIT SER 1 |
| SPDR GOLD TR | 17291 | 6852596 | GOLD SHS |
| ALPHABET INC | 19636 | 6146177 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 8 | 6038400 | CL A |
| MICRON TECHNOLOGY INC | 21123 | 6028710 | COM |
| ZACKS TRUST | 166093 | 5773393 | EARNGS CONSTANT |
| DILLARDS INC | 9411 | 5706266 | CL A |
| SPDR SERIES TRUST | 118256 | 5611935 | STATE STREET SPD |
| SPDR S&P MIDCAP 400 ETF TR | 9177 | 5536027 | UTSER1 S&PDCRP |
| COSTCO WHSL CORP NEW | 6222 | 5365528 | COM |
| VANGUARD TAX-MANAGED FDS | 82134 | 5130907 | VAN FTSE DEV MKT |
| STERLING INFRASTRUCTURE INC | 15050 | 4608762 | COM |
| ASML HOLDING N V | 3856 | 4125580 | N Y REGISTRY SHS |
| VANGUARD SCOTTSDALE FDS | 65847 | 3867213 | SHORT TERM TREAS |
| VERTIV HOLDINGS CO | 22395 | 3628214 | COM CL A |
| JPMORGAN CHASE & CO. | 10847 | 3495032 | COM |
| VANGUARD INTL EQUITY INDEX F | 64944 | 3491382 | FTSE EMR MKT ETF |
| ISHARES TR | 16094 | 3213650 | U.S. TECH ETF |
| ISHARES TR | 88963 | 3015846 | US TELECOM ETF |
| SELECT SECTOR SPDR TR | 20203 | 2908584 | STATE STREET TEC |
| ISHARES TR | 44382 | 2889268 | US HLTHCARE ETF |
| MASTERCARD INCORPORATED | 4973 | 2839005 | CL A |
| BOEING CO | 12833 | 2786301 | COM |
| FIRST TR EXCHANGE-TRADED FD | 45895 | 2750487 | FIRST TR ENH NEW |
| ISHARES TR | 25244 | 2735440 | U.S. UTILITS ETF |
| GOLDMAN SACHS GROUP INC | 3065 | 2693959 | COM |
| AMERICAN EXPRESS CO | 7206 | 2665836 | COM |
| NETFLIX INC | 26636 | 2497391 | COM |
| SELECT SECTOR SPDR TR | 55811 | 2495321 | STATE STREET ENE |
| FIRST TR EXCHANGE-TRADED FD | 88043 | 2310258 | FT VEST RIS |
| ZACKS TRUST | 87048 | 2308800 | QUALITY INTERNAT |
| SPDR DOW JONES INDL AVERAGE | 4787 | 2300489 | UT SER 1 |
| ABBVIE INC | 9838 | 2247940 | COM |
| VANGUARD INDEX FDS | 11703 | 2235141 | VALUE ETF |
| ORACLE CORP | 11362 | 2214497 | COM |
| JOHNSON & JOHNSON | 10290 | 2129463 | COM |
| ZACKS TRUST | 57419 | 2123929 | SMALL/MID CAP |
| ISHARES TR | 21250 | 2122494 | CORE US AGGBD ET |
| VISA INC | 5996 | 2102986 | COM CL A |
| ISHARES TR | 68109 | 1920283 | LARGE CAP MAX BU |
| SSGA ACTIVE TR | 72094 | 1867956 | STATE STREET FIX |
| FIRST TR EXCHNG TRADED FD VI | 51496 | 1777807 | FT VEST LADDERED |
| SSGA ACTIVE TR | 27798 | 1732093 | STATE STREET US |
| RTX CORPORATION | 9007 | 1651800 | COM |
| INVESCO EXCH TRADED FD TR II | 13587 | 1621201 | S&P 500 MOMNTM |
| GRAYSCALE BITCOIN MINI TR ET | 41234 | 1596980 | SHS NEW |
| CROWDSTRIKE HLDGS INC | 3392 | 1590161 | CL A |
| VANECK ETF TRUST | 60025 | 1549844 | JP MRGAN EM LOC |
| DIMENSIONAL ETF TRUST | 30232 | 1531251 | ULTRASHORT FIXED |
| VANGUARD WHITEHALL FDS | 10656 | 1529396 | HIGH DIV YLD |
| DIMENSIONAL ETF TRUST | 25311 | 1507037 | US TARGETED VLU |
| AERCAP HOLDINGS NV | 10442 | 1501142 | SHS |
| ELI LILLY & CO | 1383 | 1486530 | COM |
| ROBINHOOD MKTS INC | 13021 | 1472675 | COM CL A |
| ISHARES TR | 11898 | 1466603 | S&P 500 GRWT ETF |
| FIRST TR EXCHANGE-TRADED FD | 68998 | 1464822 | CORE INVESTMENT |
| ISHARES TR | 2072 | 1419109 | CORE S&P500 ETF |
| SPDR INDEX SHS FDS | 31543 | 1400825 | PORTFOLIO DEVLPD |
| FIRST TR EXCHANGE TRADED FD | 57560 | 1359575 | BUYWRIT INCM ETF |
| ISHARES TR | 13879 | 1332800 | MSCI EAFE ETF |
| SCHWAB STRATEGIC TR | 48444 | 1303628 | US LRG CAP ETF |
| EXXON MOBIL CORP | 10558 | 1270572 | COM |
| DUKE ENERGY CORP NEW | 10771 | 1262421 | COM NEW |
| CAMECO CORP | 13066 | 1195408 | COM |
| PARKER-HANNIFIN CORP | 1343 | 1180475 | COM |
| MARVELL TECHNOLOGY INC | 13871 | 1178758 | COM |
| HOME DEPOT INC | 3401 | 1170396 | COM |
| INTUITIVE SURGICAL INC | 2062 | 1168060 | COM NEW |
| AMERICAN CENTY ETF TR | 12359 | 1161415 | INTL SMCP VLU |
| ETFS GOLD TR | 28147 | 1156279 | PHYSCL GOLD SHS |
| SPDR INDEX SHS FDS | 24505 | 1147082 | PORTFOLIO EMG MK |
| GLOBAL X FDS | 26727 | 1142045 | GLOBAL X URANIUM |
| BARRICK MNG CORP | 25546 | 1112528 | COM SHS |
| FIRST TR EXCHANGE-TRADED FD | 26543 | 1111070 | FIRST TR TA HIYL |
| PROSHARES TR | 18065 | 1046325 | PSHS ULT S&P 500 |
| VERIZON COMMUNICATIONS INC | 24820 | 1010901 | COM |
| PROCTER AND GAMBLE CO | 7025 | 1006802 | COM |
| VANGUARD INDEX FDS | 3187 | 1003268 | LARGE CAP ETF |
| AMERICAN CENTY ETF TR | 12989 | 1000446 | AVANTIS EMGMKT |
| SOUTHERN COPPER CORP | 6908 | 991091 | COM |
| DIMENSIONAL ETF TRUST | 21219 | 988593 | US MKTWIDE VALUE |
| SCHWAB CHARLES CORP | 9831 | 982191 | COM |
| WALMART INC | 8796 | 979988 | COM |
| SOUTHERN CO | 11181 | 974953 | COM |
| TIDAL TRUST III | 51970 | 973918 | VISTASHARES TRGT |
| CORNING INC | 11048 | 967401 | COM |
| VANGUARD SCOTTSDALE FDS | 20445 | 962551 | MTG-BKD SECS ETF |
| INTERNATIONAL BUSINESS MACHS | 3241 | 959894 | COM |
| SELECT SECTOR SPDR TR | 17124 | 937865 | STATE STREET FIN |
| ADOBE INC | 2609 | 913018 | COM |
| ISHARES TR | 1921 | 909438 | RUS 1000 GRW ETF |
| NUCOR CORP | 5532 | 902325 | COM |
| FIRST TR EXCHANGE TRADED FD | 43210 | 899637 | NASDAQ BUYWRITE |
| MCKESSON CORP | 1089 | 892990 | COM |
| MCDONALDS CORP | 2917 | 891490 | COM |
| NEBIUS GROUP N.V. | 10631 | 889868 | SHS CLASS A |
| PALO ALTO NETWORKS INC | 4764 | 877529 | COM |
| ABBOTT LABS | 6972 | 873545 | COM |
| APPLIED DIGITAL CORP | 35550 | 871686 | COM NEW |
| SCHWAB STRATEGIC TR | 26168 | 857002 | EMRG MKTEQ ETF |
| KRATOS DEFENSE & SEC SOLUTIO | 11132 | 845030 | COM NEW |
| ISHARES TR | 4013 | 844094 | RUS 1000 VAL ETF |
| ARES CAPITAL CORP | 41238 | 834245 | COM |
| ISHARES TR | 16420 | 828553 | TRS FLT RT BD |
| SERVICENOW INC | 5345 | 818801 | COM |
| AT&T INC | 32627 | 810447 | COM |
| CATERPILLAR INC | 1391 | 796722 | COM |
| TIDAL TRUST III | 31685 | 793076 | ROCKEFELLER OPP |
| LOCKHEED MARTIN CORP | 1626 | 786610 | COM |
| QUALCOMM INC | 4564 | 780657 | COM |
| ISHARES TR | 14202 | 777008 | MSCI EMG MKT ETF |
| SOUTHERN MO BANCORP INC | 12943 | 765179 | COM |
| J P MORGAN EXCHANGE TRADED F | 15028 | 760267 | ULTRA SHRT ETF |
| ISHARES TR | 7504 | 753297 | 0-3 MNTH TREASRY |
| SELECT SECTOR SPDR TR | 4673 | 723374 | STATE STREET HEA |
| PFIZER INC | 29049 | 723324 | COM |
| FIRST TR EXCH TRADED FD III | 10036 | 712449 | LNG/SHT EQUITY |
| CHEVRON CORP NEW | 4640 | 707125 | COM |
| ISHARES TR | 7876 | 704625 | CORE MSCI EAFE |
| VANGUARD SCOTTSDALE FDS | 8835 | 704426 | SHRT TRM CORP BD |
| VANGUARD INDEX FDS | 1442 | 703494 | GROWTH ETF |
| PHILIP MORRIS INTL INC | 4378 | 702310 | COM |
| TJX COS INC NEW | 4568 | 701690 | COM |
| CISCO SYS INC | 9068 | 698501 | COM |
| CHENIERE ENERGY INC | 3562 | 692356 | COM NEW |
| MERCK & CO INC | 6564 | 690978 | COM |
| ISHARES TR | 2801 | 689494 | RUSSELL 2000 ETF |
| PIMCO ETF TR | 6859 | 688227 | ENHAN SHRT MA AC |
| ISHARES TR | 10396 | 686157 | CORE S&P MCP ETF |
| J P MORGAN EXCHANGE TRADED F | 11958 | 684476 | EQUITY PREMIUM |
| UNITED PARCEL SERVICE INC | 6870 | 681482 | CL B |
| SUN CMNTYS INC | 5354 | 663414 | COM |
| VANGUARD INDEX FDS | 2566 | 661900 | SMALL CP ETF |
| CAPITAL GROUP GROWTH ETF | 14884 | 661891 | SHS CREATION UNI |
| SELECT SECTOR SPDR TR | 6938 | 649963 | STATE STREET CON |
| WELLTOWER INC | 3447 | 639725 | COM |
| VANGUARD SCOTTSDALE FDS | 6903 | 637165 | VNG RUS1000VAL |
| BLOCK INC | 9721 | 632740 | CL A |
| GABELLI UTIL TR | 104579 | 630611 | COM |
| GENERAL DYNAMICS CORP | 1831 | 616404 | COM |
| SCHWAB STRATEGIC TR | 22376 | 613771 | US DIVIDEND EQ |
| FIRST TR EXCHANGE-TRADED FD | 12357 | 607359 | FT VEST S&P 500 |
| NOVO-NORDISK A S | 11901 | 605523 | ADR |
| EATON CORP PLC | 1890 | 601984 | SHS |
| DIMENSIONAL ETF TRUST | 15099 | 597770 | US CORE EQUITY 2 |
| GE AEROSPACE | 1925 | 593060 | COM NEW |
| CHIPOTLE MEXICAN GRILL INC | 16004 | 592148 | COM |
| CAPITAL GROUP GLOBAL EQUITY | 18631 | 589300 | SHS |
| MERCADOLIBRE INC | 292 | 588164 | COM |
| INTEL CORP | 15891 | 586370 | COM |
| HERCULES CAPITAL INC | 31017 | 583740 | COM |
| ISHARES SILVER TR | 8994 | 579393 | ISHARES |
| AMPHENOL CORP NEW | 4280 | 578457 | CL A |
| INVESCO EXCHANGE TRADED FD T | 9687 | 574245 | S&P 500 TOP 50 |
| CAPITAL GROUP CORE BALANCED | 16122 | 569590 | SHS |
| AMERICAN TOWER CORP NEW | 3230 | 567091 | COM |
| MORGAN STANLEY | 3181 | 564723 | COM NEW |
| MAIN STR CAP CORP | 9293 | 561204 | COM |
| CITIGROUP INC | 4721 | 550904 | COM NEW |
| DIGITAL RLTY TR INC | 3549 | 549071 | COM |
| BANK AMERICA CORP | 9876 | 543206 | COM |
| APPLIED MATLS INC | 2101 | 540004 | COM |
| COCA COLA CO | 7681 | 536953 | COM |
| BLACKROCK ETF TRUST II | 10053 | 530497 | ISHARES FLEXIBLE |
| CAPITAL GROUP CORE EQUITY ET | 13078 | 526130 | SHS CREATION UNI |
| GALLAGHER ARTHUR J & CO | 2033 | 526081 | COM |
| ISHARES TR | 9946 | 523335 | US INFRASTRUC |
| EAGLE POINT CREDIT COMPANY I | 90343 | 520377 | COM |
| ALBEMARLE CORP | 3652 | 516539 | COM |
| ISHARES TR | 4288 | 515332 | CORE S&P SCP ETF |
| ARISTA NETWORKS INC | 3917 | 513245 | COM SHS |
| J P MORGAN EXCHANGE TRADED F | 8820 | 512618 | NASDAQ EQT PREM |
| CAPITAL GROUP GBL GROWTH EQT | 14709 | 509679 | SHS CREATION UNI |
| FIRST TR EXCHANGE-TRADED FD | 11084 | 508525 | SENIOR LN FD |
| FIRST TR EXCHANGE-TRADED FD | 10788 | 507596 | MNGD FUTRS STRGY |
| FEDERAL AGRIC MTG CORP | 2850 | 500375 | CL C |
| CUMMINS INC | 977 | 498932 | COM |
| FIRST TR EXCHANGE TRADED FD | 6959 | 497223 | NASDAQ CYB ETF |
| ONEOK INC NEW | 6708 | 493038 | COM |
| S&P GLOBAL INC | 932 | 487234 | COM |
| BANK NEW YORK MELLON CORP | 4154 | 482280 | COM |
| SCHWAB STRATEGIC TR | 20426 | 477356 | US AGGREGATE B |
| FIRST TR EXCHANGE TRAD FD VI | 17333 | 469733 | ALT ABSLT STRG |
| LAM RESEARCH CORP | 2734 | 468006 | COM NEW |
| BP PLC | 13431 | 466471 | SPONSORED ADR |
| CAPITAL GRP FIXED INCM ETF T | 17025 | 466145 | MUNICIPAL INCOME |
| VANGUARD INTL EQUITY INDEX F | 6300 | 463458 | ALLWRLD EX US |
| VANGUARD STAR FDS | 6124 | 461981 | VG TL INTL STK F |
| DISNEY WALT CO | 4045 | 460182 | COM |
| FIRST TR EXCH TRADED FD III | 21387 | 458974 | FT VEST SMID |
| VANGUARD WHITEHALL FDS | 5089 | 458047 | INTL HIGH ETF |
| CENTRUS ENERGY CORP | 1885 | 457711 | CL A |
| HUNTINGTON BANCSHARES INC | 26380 | 457695 | COM |
| SSGA ACTIVE ETF TR | 11085 | 457478 | STATE STREET BLA |
| ILLUMINA INC | 3445 | 451846 | COM |
| ISHARES TR | 8841 | 449653 | FLTG RATE NT ETF |
| GOLDMAN SACHS ETF TR | 8472 | 447915 | NASDAQ-100 PREMI |
| GOLDMAN SACHS ETF TR | 8466 | 447005 | S&P 500 PREMIUM |
| ENBRIDGE INC | 9287 | 444197 | COM |
| VANGUARD BD INDEX FDS | 5942 | 440124 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 2470 | 438026 | MCAP VL IDXVIP |
| CAPITAL GROUP EQUITY ETF TR | 15117 | 435975 | US SMALL AND MID |
| OCCIDENTAL PETE CORP | 10376 | 426669 | COM |
| TRAVELERS COMPANIES INC | 1442 | 418267 | COM |
| MEDTRONIC PLC | 4352 | 418022 | SHS |
| SPDR SERIES TRUST | 14565 | 415831 | BLOOMBERG ENHNCD |
| ZACKS TRUST | 13925 | 414965 | FOCUS GROWTH ETF |
| TARGET CORP | 4187 | 409279 | COM |
| WESTERN DIGITAL CORP | 2361 | 406729 | COM |
| NORTHROP GRUMMAN CORP | 701 | 399638 | COM |
| DELL TECHNOLOGIES INC | 3157 | 397444 | CL C |
| INVESCO EXCHANGE TRADED FD T | 2053 | 393293 | S&P500 EQL WGT |
| FABRINET | 863 | 392907 | SHS |
| EVERGY INC | 5366 | 388981 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4194 | 388026 | CAP STRENGTH ETF |
| COREWEAVE INC | 5384 | 385548 | COM CL A |
| SPDR SERIES TRUST | 19297 | 368187 | STATE STRET SPDR |
| ISHARES TR | 2595 | 367167 | MSCI ACWI ETF |
| FIRST TR EXCHANGE-TRADED FD | 7938 | 365772 | SHS |
| GILEAD SCIENCES INC | 2978 | 365566 | COM |
| JANUS DETROIT STR TR | 7181 | 363238 | HENDRSON AAA CL |
| CONSOLIDATED EDISON INC | 3651 | 362641 | COM |
| CLOUDFLARE INC | 1825 | 359799 | CL A COM |
| SIMPSON MFG INC | 2227 | 359594 | COM |
| FIRST TR EXCHANGE-TRADED FD | 14347 | 358818 | FT VEST GOLD |
| CAPITAL GROUP DIVIDEND VALUE | 8198 | 357775 | SHS CREATION UNI |
| WILLIAMS COS INC | 5947 | 357474 | COM |
| PUTNAM ETF TRUST | 35885 | 356338 | FRANKLIN SHT TRM |
| ISHARES TR | 4086 | 356136 | 20 YR TR BD ETF |
| WASTE MGMT INC DEL | 1601 | 351690 | COM |
| ULTA BEAUTY INC | 581 | 351511 | COM |
| CAPITAL GRP FIXED INCM ETF T | 13249 | 351363 | CORE BOND ETF |
| PEPSICO INC | 2431 | 348934 | COM |
| ISHARES TR | 3580 | 346830 | S&P MC 400GR ETF |
| MOODYS CORP | 674 | 344361 | COM |
| MUELLER WTR PRODS INC | 14444 | 344059 | COM SER A |
| FIRST TR EXCHANGE-TRADED FD | 19651 | 343893 | COMMON SHS |
| COMFORT SYS USA INC | 362 | 337851 | COM |
| MEDPACE HLDGS INC | 600 | 336990 | COM |
| BOYD GAMING CORP | 3939 | 335760 | COM |
| BROOKFIELD INFRASTRUCTURE CO | 7371 | 334643 | COM SUB VTG A |
| VANGUARD INDEX FDS | 1197 | 334131 | MCAP GR IDXVIP |
| FIRST TR HIGH YIELD OPPRT 20 | 23563 | 331531 | COM |
| DOMINION ENERGY INC | 5648 | 330916 | COM |
| BLACKSTONE INC | 2138 | 329533 | COM |
| SCHWAB STRATEGIC TR | 11568 | 329463 | US SML CAP ETF |
| VANECK ETF TRUST | 6227 | 328868 | CLO ETF |
| ILLINOIS TOOL WKS INC | 1335 | 328753 | COM |
| AMERICAN CENTY ETF TR | 3208 | 327164 | US SML CP VALU |
| CARDINAL HEALTH INC | 1585 | 325647 | COM |
| EMERSON ELEC CO | 2435 | 323116 | COM |
| NEOS ETF TRUST | 5982 | 322191 | NASDAQ 100 HIGH |
| EA SERIES TRUST | 15780 | 319387 | STRIVE ENHANCED |
| ARM HOLDINGS PLC | 2908 | 317873 | SPONSORED ADS |
| KINDER MORGAN INC DEL | 11562 | 317833 | COM |
| FIRST TR EXCH TRADED FD III | 10658 | 317619 | EME MRK BD ETF |
| URANIUM ENERGY CORP | 27045 | 315886 | COM |
| ISHARES TR | 1049 | 315796 | ISHARES SEMICDTR |
| STATE STR CORP | 2440 | 314784 | COM |
| AMGEN INC | 956 | 312983 | COM |
| PROLOGIS INC. | 2441 | 311666 | COM |
| ISHARES TR | 6637 | 308886 | CORE UNIVRSL USD |
| ETF SER SOLUTIONS | 6463 | 307962 | AAM TRANSFORMERS |
| VANGUARD INDEX FDS | 1046 | 303480 | MID CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 2114 | 303000 | FTSE SMCAP ETF |
| VENTAS INC | 3904 | 302092 | COM |
| HONEYWELL INTL INC | 1530 | 298465 | COM |
| GRAYSCALE COINDESK CRYPTO | 7222 | 298436 | USD SHS |
| JOHN HANCOCK EXCHANGE TRADED | 7114 | 295444 | MULTI INTL ETF |
| FIRST TR EXCHANGE-TRADED FD | 7708 | 295371 | SMID RISNG ETF |
| ISHARES GOLD TR | 3633 | 294891 | ISHARES NEW |
| MID-AMER APT CMNTYS INC | 2116 | 293934 | COM |
| SCHWAB STRATEGIC TR | 12113 | 291197 | INTL EQTY ETF |
| BOOKING HOLDINGS INC | 54 | 289358 | COM |
| VANGUARD INTL EQUITY INDEX F | 2038 | 287479 | TT WRLD ST ETF |
| UNITEDHEALTH GROUP INC | 865 | 285390 | COM |
| FIRST TR EXCHANGE TRADED FD | 4631 | 279481 | FINLS ALPHADEX |
| REAVES UTIL INCOME FD | 7636 | 279325 | COM SH BEN INT |
| ISHARES TR | 747 | 278922 | RUS 1000 ETF |
| ISHARES INC | 8909 | 277597 | EM MKTS DIV ETF |
| ALTRIA GROUP INC | 4777 | 275425 | COM |
| CAPITAL GROUP DIVIDEND GROWE | 7686 | 273929 | SHS ETF |
| GRAYSCALE ETHEREUM MINI TR E | 9756 | 273753 | SHS NEW |
| ISHARES TR | 8813 | 272848 | PFD AND INCM SEC |
| LITHIUM AMERS CORP NEW | 62423 | 272164 | COM SHS |
| FIRST TR EXCHANGE TRADED FD | 2079 | 270478 | CLOUD COMPUTING |
| J P MORGAN EXCHANGE TRADED F | 5810 | 268945 | INCOME ETF |
| ALCOA CORP | 5060 | 268888 | COM |
| SALESFORCE INC | 1011 | 267824 | COM |
| ISHARES BITCOIN TRUST ETF | 5384 | 267316 | SHS BEN INT |
| SHOPIFY INC | 1650 | 265601 | CL A SUB VTG SHS |
| VANGUARD INDEX FDS | 1241 | 262887 | SM CP VAL ETF |
| WELLS FARGO CO NEW | 2811 | 261976 | COM |
| SPDR INDEX SHS FDS | 6400 | 261504 | S&P INTL SMLCP |
| CHUBB LIMITED | 833 | 259996 | COM |
| PRIMORIS SVCS CORP | 2084 | 258708 | COM |
| METLIFE INC | 3271 | 258179 | COM |
| MARATHON PETE CORP | 1586 | 257931 | COM |
| FIRST TR EXCHANGE-TRADED FD | 5141 | 256988 | FST LOW OPPT EFT |
| JOHNSON CTLS INTL PLC | 2122 | 254106 | SHS |
| ISHARES TR | 1195 | 253424 | S&P 500 VAL ETF |
| US BANCORP DEL | 4732 | 252491 | COM NEW |
| FIRST TR EXCHANGE TRADED FD | 2218 | 252481 | HLTH CARE ALPH |
| SEAGATE TECHNOLOGY HLDNGS PL | 913 | 251431 | ORD SHS |
| FOX CORP | 3431 | 250703 | CL A COM |
| TRUIST FINL CORP | 5064 | 249199 | COM |
| DIMENSIONAL ETF TRUST | 4992 | 249096 | INTERNATNAL VAL |
| CELESTICA INC | 841 | 248608 | COM |
| THE CIGNA GROUP | 881 | 242524 | COM |
| SPDR SERIES TRUST | 11091 | 237015 | BLOOMBERG EMERGI |
| FIRST TR EXCH TRADED FD III | 12966 | 236249 | PFD SECS INC ETF |
| AUTOMATIC DATA PROCESSING IN | 917 | 235945 | COM |
| FORTINET INC | 2963 | 235292 | COM |
| HUNTINGTON INGALLS INDS INC | 691 | 235038 | COM |
| ISHARES TR | 1659 | 234194 | S&P SML 600 GWT |
| TRIMBLE INC | 2986 | 233953 | COM |
| ISHARES TR | 2482 | 233705 | MSCI USA MIN VOL |
| FIRST TR EXCHANGE TRADED FD | 2352 | 231249 | RBA INDL ETF |
| TRANE TECHNOLOGIES PLC | 593 | 230796 | SHS |
| FIRST TR EXCH TRD ALPHDX FD | 8389 | 229439 | EMERG MKT ALPH |
| ISHARES TR | 2382 | 229089 | 7-10 YR TRSY BD |
| PATRICK INDS INC | 2109 | 228659 | COM |
| CAPITAL GROUP NEW GEOGRAPHY | 7093 | 226479 | SHS |
| PHIBRO ANIMAL HEALTH CORP | 6046 | 225879 | CL A COM |
| ENTERPRISE PRODS PARTNERS L | 7043 | 225799 | COM |
| APPLIED INDL TECHNOLOGIES IN | 877 | 225187 | COM |
| FIRST TR EXCHANGE-TRADED FD | 8036 | 222912 | FT VEST TEC |
| ARGAN INC | 708 | 221914 | COM |
| ISHARES TR | 1319 | 221513 | CORE S&P US GWT |
| CLEAR SECURE INC | 6278 | 220232 | COM CL A |
| ASTRAZENECA PLC | 2394 | 220086 | SPONSORED ADR |
| VANECK ETF TRUST | 11045 | 219685 | EMERGING MRKT HI |
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| THERMO FISHER SCIENTIFIC INC | 376 | 217873 | COM |
| VISTRA CORP | 1342 | 216505 | COM |
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| GOLDMAN SACHS ETF TR | 4244 | 214873 | ACCESS U S PFD S |
| FIRST TR EXCHANGE-TRADED FD | 10114 | 214410 | INTERMEDIATE DUR |
| INVESCO EXCH TRADED FD TR II | 3000 | 214260 | S&P500 LOW VOL |
| BITWISE FUNDS TRUST | 10750 | 214248 | CRYPTO INDUSTRY |
| SCHWAB STRATEGIC TR | 8128 | 213190 | US BRD MKT ETF |
| CVS HEALTH CORP | 2673 | 212129 | COM |
| STARBUCKS CORP | 2516 | 211872 | COM |
| COLLEGIUM PHARMACEUTICAL INC | 4512 | 208906 | COM |
| SMARTSTOP SELF STORAG REIT I | 6746 | 208721 | COMMON STOCK |
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| MPLX LP | 3821 | 203927 | COM UNIT REP LTD |
| INVESCO EXCH TRADED FD TR II | 4172 | 203273 | S&P SMALLCAP 600 |
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| AMERICAN HEALTHCARE REIT INC | 4250 | 200005 | COM SHS |
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| ARLO TECHNOLOGIES INC | 13225 | 185018 | COM |
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| GRAYSCALE SOLANA TR ETF | 15175 | 138093 | SHS |
| AVEANNA HEALTHCARE HLDGS INC | 16890 | 137991 | COM |
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| TETRA TECH INC NEW | 29000 | 31426 | DBCV 2.250% 8/1 |
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| IMMUNIC INC | 12000 | 6404 | COM |
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